Portfolio (Quarterly) Guide ↗

CONGRESS ASSET MANAGEMENT CO

· CIK 0000897378

13F Portfolio $16.3B AUM 376 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 32 New 146 Added 174 Reduced 73 Exited

Page 3 of 4 · 73 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	WING	Wingstop Inc	Consumer Cyclical	10,063	$1.6M	0.01%	SOLD
42	TMUS	T-Mobile US Inc	Communication Services	7,338	$1.5M	0.01%	SOLD
43	KTOS	Kratos Defense & Security Solutions, Inc.	Industrials	21,854	$1.5M	0.01%	SOLD
44	PLMR	Palomar Holdings Inc	Financial Services	12,682	$1.5M	0.01%	SOLD
45	IJR	iShares Trust CORE S&P SCP ETF	—	12,158	$1.5M	0.01%	SOLD
46	FWRG	First Watch Restaurant Group Inc	Consumer Cyclical	140,997	$1.5M	0.01%	SOLD
47	XMTR	Xometry Inc	Industrials	35,786	$1.5M	0.01%	SOLD
48	PGNY	Progyny Inc	Healthcare	85,912	$1.5M	0.01%	SOLD
49	RXO	RXO Inc.	Industrials	93,297	$1.4M	0.01%	SOLD
50	GKOS	Glaukos Corp.	Healthcare	11,644	$1.3M	0.01%	SOLD
51	ECG	Everus Construction Group Inc.	Industrials	9,768	$1.2M	0.01%	SOLD
52	MEG	Montrose Environmental Group Inc	Industrials	49,516	$1.1M	0.01%	SOLD
53	NEOG	Neogen Corp	Healthcare	103,635	$963K	0.01%	SOLD
54	NCNO	Ncino Inc.	Technology	63,968	$958K	0.01%	SOLD
55	RARE	Ultragenyx Pharmaceuticals Inc	Healthcare	44,908	$941K	0.01%	SOLD
56	PIPR	Piper Sandler Companies	Financial Services	12,180	$932K	0.01%	SOLD
57	INSP	Inspire Medical Systems Inc	Healthcare	15,983	$824K	0.01%	SOLD
58	INTU	Intuit Inc	Technology	1,708	$738K	0.01%	SOLD
59	VRRM	Verra Mobility Corporation	Technology	45,393	$649K	0.01%	SOLD
60	SITM	Sitime Corporation	Technology	1,593	$550K	0.00%	SOLD

Page 3 of 4 · 73 positions

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Sector Allocation

Technology 32.2%

Industrials 17.3%

Healthcare 12.3%

Consumer Cyclical 11.0%

Financial Services 8.7%

Communication Services 5.6%

Consumer Defensive 3.7%

Basic Materials 2.8%

Energy 2.4%

Utilities 2.0%